Welcome to our dedicated page for Nuveen Mortgage and Income Fund SEC filings (Ticker: JLS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
nuveen is one of the world's largest asset managers, serving institutions, financial intermediaries and individual investors in more than 30 countries, providing investment expertise across the capital structure. in partnership with advisors and consultants, we create outcome-focused solutions that help investors achieve a more secure financial future. recognized as a leader in income generation, alternative investments and responsible investing, nuveen has award-winning capabilities that span both public and private asset classes. our investment approach is fueled by diversity of thought and a network of specialized investment teams with independent processes and best-in-class expertise.as the investment manager of tiaa, we honor a 100-plus year legacy of service and innovation based on enduring principles established by john nuveen and andrew carnegie. inspired by their vision, backed by size and scale, and empowered by private ownership, we are uniquely positioned to contribute meaSit Investment Associates, Inc. and its subsidiary Sit Fixed Income Advisors II, LLC reported shared voting and dispositive power over 1,228,685 shares of Nuveen Mortgage and Income Fund common stock, representing 22.4% of the class. The percentage is calculated using 5,476,626 shares outstanding as of June 30, 2025, per the issuer's Form N-CSRS. All securities are owned by client accounts managed by SIA and SFI; both firms state they exercise those powers in their roles as registered investment advisers and disclaim beneficial ownership under Rule 13d-4. The filing is signed by Paul E. Rasmussen, Vice President, on October 2, 2025, and includes a Joint Filing Agreement as Exhibit A.
Reporting person: Virgilio Stephen (Portfolio Manager at Nuveen Investments) reported a sale of common stock of Nuveen Mortgage & Income Fund (ticker JLS). Transaction: On 08/29/2025 he disposed of 150 shares at a price of $18.8137 per share. Holdings after sale: 850 shares beneficially owned. Filing: Form 4 signed under power of attorney by Mark L. Winget.
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